Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $40.4M assets / 296 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $27K premiums / 124 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
401(k)
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCHAEFFER MANUFACTURING COMPANY RETIREMENT PLAN | Traditional DB | $17.0M | 89 | 2025 |
| #002 | SCHAEFFER MANUFACTURING COMPANY SALESREP EMPLOYEES 401K PLAN | 401(k) | $14.0M | 44 | 2024 |
| #003 | SCHAEFFER MANUFACTURING COMPANY EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | 401(k) | $9.4M | 163 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SCHAEFFER MANUFACTURING COMPANY CAFETERIA PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $27K | 124 | 2025 |